Macro Views

Macro Views | 29 Jun 16

Companies in the life insurance sector will continue to be vulnerable to further market shocks in the aftermath of the Brexit vote despite a rally in shares, research has shown.

Asia | 28 Jun 16

The macro economic drivers for emerging equities are largely unaffected by the UK referendum vote and the firm has maintained its overweight call.

Macro Views | 24 Jun 16

As the second wave of reaction breaks over markets, following a volatile first day in the post-Brexit world, a number of themes have come to the surface.

Macro Views | 24 Jun 16

Chin-up, dear investor. Brexit has not necessarily been the disaster for the FTSE as was predicted, and could actually be a great opportunity for UK-facing active managers.

Macro Views | 24 Jun 16

Markets were stunned into action on Friday morning after the UK voted narrowly to leave the European Union. Sterling slumped to its lowest level since 1985, safe haven assets jumped and the Nikkei fell almost 8%, while the FTSE opened 6.7% lower.